A Crashcourse in Monday CRM

سرفصل های دوره

Get up and running quickly with Monday CRM

1 - Getting Started

1 -Adding Monday CRM to your Existing Monday Work Management Platform

2 -Signing Up

3 -Navigating Monday

4 -Completing your Profile

5 -Basic Setup and Aesthetics

6 -Administration

2 - Workspaces

1 -An Intro to Workspaces

3 - Organizing your Workspace

1 -Create your First Board

2 -Create Logical Groups Within Your Board

3 -Lets Create Some Deals

4 -Adding Sub-Items to your Deals

5 -Who Gets to Access my Boards

4 - Display & Customize Workflow Data

1 -The Basics of Columns

2 -Some Simple Columns (Label, Short Text, Phone Number, Email)

3 -Storing Locations and Files in Columns

4 -Adding a DealJob Number and Status Column

5 -Pulling Data from Other Boards (Connect Boards and Mirror Column)

6 -Creating a Deal Type Dropdown Column

7 -Dates and Durations

8 -Perform Calculations with the Formula Column

9 -Adding a Deal Scope Column

10 -Adding a Rich Text (Monday Doc) Column

11 -Adding Button and Quote Price Columns

12 -Adding a Deal Contract (File) Column

5 - Project - Lets Create Our First CRM Board

1 -Your First CRM Board

6 - Commmunicate with Clients and Visualize your Data

1 -Professional Client Surveying using Workforms

2 -Visualizing your Sales Pipeline with the Kanban View

7 - Fixing Your Mistakes and Monitoring Activity

1 -Using the Trash Feature

2 -Monitor Activity & Changes with the Activity Log

8 - Automations in Monday

1 -A Basic Automation Example

9 - Integrate and Automate with Third Party Tools

1 -A Basic Integration Example

10 - Level Up Your Workspace

1 -Adding a Workspace Dashboard

11 - Tools, Tips and Tricks

1 -A Personalized View (My Work)

2 -Filtering and Sorting

3 -Searching and Grouping

4 -Hiding and Pinning Columns

12 - Control User Access and Permissions

1 -An Intro to User Access and Permissions

2 -User Roles and Permissions

3 -Control who can see and Edit Columns

4 -Control who can Access and Edit your Boards

5 -A Summary of User Access and Permissions

13 - Project - Test out your new Skills

1 -Testing our your new Skills

14 - Conclusion

1 -Conclusion

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تولید کننده: Udemy